Samsung may have overtaken SK hynix in HBM revenue, analysis suggests

Samsung Electronics may have overtaken SK hynix in third-quarter high-bandwidth memory revenue, according to US equity research firm Bernstein, potentially challenging its smaller Korean rival's long-held leadership in the global AI memory market. Bernstein estimated Samsung's HBM revenue at $8.7 billion for the July-September quarter, up 33 percent from the previous quarter, compared with $7.6 billion for SK hynix, an increase of 11 percent. The estimated $1.1 billion lead follows more than a y

Source: The Korea Herald